KEN LIU signed Culinary Workers Local 226's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Culinary Workers Local 226's EIN is 88-0028065.
Download the official 2024 Form 5500 (PDF) for Culinary Workers Local 226 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Culinary Workers Local 226's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT CONSULTANTS | 88-0444272 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Investment Grade Cr Bd A | Mutual Funds | — | $2.2M | $2.0M | 20.8% | |
| METLIFE MANAGED GIC ABG RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | $1.4M | $1.5M | 15.8% | |
| T. Rowe Price Blue Chip Growth Adv | Other securities | — | $927K | $1.3M | 13.7% | |
| Schwab S&P 500 Index Fund - Sel S | Common Collective Trusts | — | $604K | $1.0M | 10.7% | |
| Dodge & Cox Balanced FD | Mutual Funds | — | $1.0M | $1.0M | 10.6% | |
| T. Rowe Price Value Fund | Other securities | — | $859K | $805K | 8.2% | |
| Wasatch Small Cap Growth Fd Inv | Other securities | — | $776K | $803K | 8.2% | |
| Schwab US Mid Cap Index FD | Mutual Funds | — | $758K | $779K | 8.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | $210K | $204K | 2.1% | |
| Vanguard Real Estate In Fd Adm | Mutual Funds | — | $164K | $166K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-2668272 |
| — |
| NONE |
| $15K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
